Market Analysis: Aug 27th, 2025

Global Markets

Canadian Markets

Canada’s main stock index moved higher as investors assessed strong earnings from the country’s top lenders. Royal Bank of Canada (RY:CA) jumped after posting stronger-than-expected results, driven by solid loan growth and wealth management revenues. National Bank of Canada (NA:CA) fell more than 3% after missing earnings estimates due to weaker trading revenues, which weighed on investor sentiment. Oil prices climbed over 1%, boosting the energy sector and providing support to the index’s performance as energy producers advanced, like Imperial Oil and Suncor Energy which rose almost 2 percent in intraday trading.

American Markets

U.S. stocks gained as traders looked ahead to Nvidia Corp. (NVDA:US) earnings, with expectations running high following the company’s strong momentum in artificial intelligence chips. Cloud and software names surged after MongoDB Inc. (MDB:US) delivered an earnings beat, sending its shares soaring by more than 35%, which lifted the broader cloud sector, seeing Snowflake gain almost 4 percent as the company reports earnings after market close as well as Nvidia.

European Markets

European markets were mixed, as German consumer sentiment dipped for September as concerns over potential job losses grew, signaling ongoing strain in Europe’s largest economy.

UK stocks moved lower, dragged down by weakness in the retail sector as retailers recorded their 11th consecutive month of downturn. Sentiment was pressured by the yesterday’s latest consumer price data, which showed inflation rose in August, reinforcing concerns that high prices continue to squeeze household spending.

Corporate News

Amazon.com Inc. (AMZN:US):
Amazon announced plans to deploy its Kuiper satellite broadband services in Vietnam. The company has pledged a $570 million investment by 2030, including ground stations and terminal manufacturing in Bac Ninh province, aiming to expand internet access to underserved and remote areas.

Bank of Montreal (BMO:CA):
TD Cowen raised its target price to C$170 from C$164, citing strong capital markets revenue, improving credit outlook, U.S. exposure, and shareholder-friendly policies such as buybacks and balance sheet optimization.

Bank of Nova Scotia (BNS:CA):
TD Cowen increased its target price to C$93 from C$87, highlighting supportive tailwinds such as net interest margin expansion, balance sheet optimization, share repurchases, and an improving credit environment.

Boeing Co. (BA:US):
Boeing Defense paused contract negotiations with striking machinists after workers rejected its four-year offer. Meanwhile, Boeing advanced deliveries of 25 MAX 8 aircraft to Ryanair, now expected by October, boosting the airline’s capacity ahead of schedule.

Canada Goose Holdings Inc. (GOOS:CA):
Controlling shareholder Bain Capital is exploring bids to take the luxury apparel maker private at a valuation near $1.4 billion. Reported bidders include Advent International and Boyu Capital, with Goldman Sachs advising on the potential deal.

Cracker Barrel Old Country Store Inc. (CBRL:US):
The company scrapped plans for a new logo following customer backlash and public criticism, including remarks from former U.S. President Donald Trump. Cracker Barrel confirmed it will retain its decades-old “Old Timer” logo.

Domo Inc. (DOMO:US):
TD Cowen upgraded Domo to Buy from Hold, raising its price target to $21 from $13. Analysts cited progress in transitioning to consumption-based pricing, growing cloud partnerships, and strength in its analytics platform supporting future market share gains.

Ford Motor Company (F:US):
Ford is recalling more than 355,000 trucks in the U.S. due to instrument panel display failures affecting several 2025–2026 Super Duty models and the 2025 F-150. The issue could obscure warnings and vehicle speed, with fixes provided via software updates.

Gyre Therapeutics Inc. (GYRE:US):
H.C. Wainwright initiated coverage with a Buy rating, highlighting the potential of its lead drug Hydronidone for liver fibrosis, encouraging Phase 3 data, additional pipeline opportunities, and revenue support from marketed products in China.

Lockheed Martin Corp. (LMT:US):
Lockheed is in talks with Germany’s Rheinmetall to manufacture advanced missiles, including ATACMS and Hellfire, at Rheinmetall’s expanding facilities. The move would enhance European defense production capabilities amid rising security demand.

Meta Platforms Inc. (META:US):
Elon Musk’s lawyers filed to block OpenAI from obtaining Meta-related documents tied to Musk’s previous $97.4B bid for OpenAI assets. Musk’s team argues the request is irrelevant, while OpenAI insists the documents are narrowly targeted and necessary.

MongoDB Inc. (MDB:US):
D.A. Davidson raised its target price to $325 from $275 after MongoDB delivered strong quarterly results, driven by accelerated adoption of its cloud database, higher enterprise usage, and upgraded FY26 guidance.

National Bank of Canada (NA:CA):
National Bank posted higher Q3 profit, with net interest income up 52% to C$1.17B and wealth management earnings up 12% to C$244M. Adjusted net income rose to C$1.10B from C$960M a year earlier, reflecting robust banking activity.

NGEx Minerals Ltd. (NGEX:CA):
Ventum Financial lifted its target price to C$25.70 from C$24.50 after NGEx announced a royalty spinout transaction, giving shareholders premium-valued royalty exposure and enhancing the company’s overall value proposition.

nCino Inc. (NCNO:US):
Raymond James raised its target price to $36 from $35, citing stronger-than-expected quarterly revenue, a modestly upgraded growth outlook, increased enterprise banking activity, and share buybacks supporting profitability.”

Regeneron Pharmaceuticals Inc. (REGN:US):
Jefferies raised its target price to $831 from $813 following strong performance of its new drugs, key treatment lines, and a favorable court ruling protecting core products, reinforcing long-term growth momentum.

Royal Bank of Canada (RY:CA):
RBC reported Q3 profit growth, with net income rising to C$5.53B (C$3.84/share) from C$4.73B a year earlier. Wealth management earnings rose 15% to C$1.1B, while capital markets revenue climbed 13% to C$1.33B, aided by stronger equity markets.

UnitedHealth Group Inc. (UNH:US):
The U.S. Justice Department is investigating Optum Rx, UnitedHealth’s pharmacy benefit manager, focusing on prescription reimbursement practices. UnitedHealth said it is cooperating with both criminal and civil federal requests.

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